—
Get Our Insights

Name
Slide

METICULOUS WEALTH MANAGEMENT FOR BUSY, SUCCESSFUL PEOPLE

The wealth you built is your future. And it’s full of small details…tax considerations, estate questions, investment choices. Every detail matters, but you don’t have the time or expertise to keep track of it all.

You don’t need more time. You need Heritage Financial.

Let’s Talk

METICULOUS WEALTH MANAGEMENT FOR BUSY, SUCCESSFUL PEOPLE

The wealth you built is your future. And it’s full of small details…tax considerations, estate questions, investment choices. Every detail matters, but you don’t have the time or expertise to keep track of it all.

You don’t need more time. You need Heritage Financial.

Let’s Talk

METICULOUS WEALTH MANAGEMENT FOR BUSY, SUCCESSFUL PEOPLE

The wealth you built is your future. And it’s full of small details…tax considerations, estate questions, investment choices. Every detail matters, but you don’t have the time or expertise to keep track of it all.

You don’t need more time. You need Heritage Financial.

Let’s Talk

Scroll

Our Services

As a fiduciary, we provide a wide variety of wealth management services for you.
Many fall into the broad categories of financial planning and investing.
Many others are ancillary, but still essential. Here’s an overview of all we do for you.

01

Financial Planning
02

Investing
her-resources

Integration
and Execution

What Our Clients Say

Peace of mind and a feeling of security is what all of us wish for as each year flies by during these uncertain times. I wish I had not waited until 2019 before enlisting the help of HFS, but better late than never!

The team at HFS is approachable, accessible, professional and they can explain even the most complex financial topics in laymen terms. The HFS team practices the perfect blend of the science as well as art of financial planning. I thank them for taking me and my family on as clients!

From a grateful client and her entire family, Massachusetts

My Husband and I began to work with Heritage back in 2007. Since then, needless to say, our lives and the world have taken many turns. I am very pleased to say that Heritage has always helped us make the best possible decisions, based on whatever our needs were, at that particular time.

I trust Heritage implicitly to continue to manage my portfolio, especially during these challenging times.

Myrna, New York

As a long-time client, I have nothing but positive things to say about Heritage Financial. They have strong principles, solid investment strategies, great communication and look at the financial picture holistically - investments, savings, property, insurance, estate, education, etc. everything to help you reach your goals.

Heritage has gained my trust, they invest as if it were their own money.

In a few words - Personalized. Strategic. Detail oriented. Responsive.

Joe & Patti, Massachusetts

This testimonial has been given by a current client of Heritage Financial Services. No compensation was provided for this testimonial.

WHO WE ARE

Boston-based Heritage Financial provides highly personal wealth management that combines detailed financial planning, diversified investment strategies, and meticulous oversight delivered by our skilled team of family-friendly and relentlessly thorough professionals operating out of our Westwood, Woburn, and coming soon, Rockland, Massachusetts offices.

Meet the Heritage Team

Awards & Recognition

Selection criteria used to award each of these recognitions is available by clicking on the award logo.